Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Marie Gibson is a financial advisor at Robert W. Baird & Co. Inc. Amy has been in the industry since 1998 and holds the Series 6, 7, 63 and 65 licenses. Amy has experience working with various clients including individuals, businesses, trusts, and retirement plans. Amy can help with a wide range of financial planning needs, including investment management, retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
06/08/2018 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
07/12/2013 - 06/18/2018
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
CO
01/17/2008 - 06/10/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
12/06/2007 - 01/02/2008
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
OH
03/23/2005 - 08/31/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TOLEDO OH)
OH
02/13/2004 - 02/26/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
07/30/2003 - 01/20/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
10/24/2002 - 07/02/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/16/1998 - 08/26/2002
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amy Gibson is the right advisor for you? Invested Better is here to help.
